What did you get? Macro Man Wednesday, December 30, 2015 31 Comments Macro Man The Macro boys, like most children in industrialized countries, remain out of school this week. However, when they return to their scholarl... Read More
The Case of the Missing Record Macro Man Wednesday, December 23, 2015 49 Comments Macro Man It was mid-morning on a mild December's day in the year 20-- that I received a wire from Mr. Sherlock Holmes requesting the pleasure of ... Read More
4 points to kick off Christmas week Macro Man Monday, December 21, 2015 36 Comments Macro Man 1) Whether Santa was waylaid or whether it was option expiry, Friday's price action was downright ugly. Some sort of bounce in the SP... Read More
Top Ten Reasons the Santa Rally Failed Yesterday Macro Man Friday, December 18, 2015 23 Comments Macro Man 1) A trio of burly repo men skedaddled up to the North Pole and took Santa's sleigh after he couldn't afford the payments with the n... Read More
What now? Macro Man Thursday, December 17, 2015 26 Comments Macro Man So the Fed decision, statement, and commentary were largely as Macro Man expected, given the "shadow statement" presented here a c... Read More
The first hike in the history of this commentary Macro Man Wednesday, December 16, 2015 40 Comments Macro Man And so here we are. This blog is more than nine years old, and has never had the pleasure of commenting upon a Federal Reserve rate hike. ... Read More
Having a go at tomorrow's statement Macro Man Tuesday, December 15, 2015 29 Comments Macro Man Just one more day to go. Markets are understandably jittery, and that's just commenting on the actual people involved; algos and robot... Read More
Bad Credit Macro Man Monday, December 14, 2015 23 Comments Macro Man The big week is finally here, but before addressing the Fed tomorrow there's some unfinished business from last week that requires atten... Read More
Tom, Dick, and Harry Macro Man Friday, December 11, 2015 54 Comments Macro Man Another day, another beefy increase in the CNY reference rate. Over the last week the RMB has been marked some 0.8% lower versus the dollar... Read More
Hunting flamingos...and turkeys. Macro Man Thursday, December 10, 2015 28 Comments Macro Man It's flamingo hunting season and Clubber Lang looks set to win the coveted "forecaster of the month" award. A flamingo, for... Read More
Three things Macro Man Wednesday, December 09, 2015 17 Comments Macro Man 1) Further to yesterday's post, Macro Man did a little more digging on relative credit valuation. Small caps have been something of a ... Read More
Oil and credit Macro Man Tuesday, December 08, 2015 23 Comments Macro Man Markets are trading with a lack of conviction characteristic of recent P/L distress and an upcoming event risk of the type that generally em... Read More